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Carrick Global

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Client Relationship Manager

Location: Cape Town

Department: Operations

Remuneration: Salary package market-related

Start Date: As soon as possible

Closing date: 30 June 2022

The Client Relationship Manager will support a POD of Private Wealth Managers, through managing and preparing all Carrick client case documentation and liaising with all stakeholders to see business through to issued. Responsible for all client administration and case progression updates with all stakeholders, training of new hires and junior team members.

QUALIFICATIONS, EXPERIENCE AND SKILLS

  • Prior work experience in client servicing or clear evidence of strong administration skills and handling multiple workflows  
  • Matric certificate  
  • Preferred qualifications include RE1, RE5 or any other qualifications associated with wealth management  
  • Computer literacy (MS Word, Excel, Outlook – intermediate)  
  • Excellent communication skills (verbal and written) 

COMPETENCIES

  • Ability to maintain high levels of professionalism and confidentiality  
  • Accuracy and attention to detail  
  • High-stress tolerance  
  • Proactive and self-motivated  
  • Problem-solving ability 

RESPONSIBILITIES

  • Full responsibility for the case preparation, to sign off internally and submission to Providers  
  • Effective chasing other  business pipeline through to issued business  
  • Responsible for managing, reporting, and correcting errors on paperwork applications; identifying and communicating ways to continually reduce risk in the business  
  • Full support of a Carrick sales team, operating as a member of the POD, to assist with the full client onboarding and case management process  
  • Chasing internal case compliance requirements to facilitate and speed up case sign off  
  • Once a case is at sign off, prepare courier, or DocuSign  
  • Drafting and sending correspondence to clients and external Providers  
  • Resolving ad hoc client queries and internal administration requests, as these arise  
  • Liaising with Private Wealth Managers and trust companies to ensure accuracy of documentation and tracking of dealing instruction (execution and issued  
  • Liaising with Bond companies to ensure that Advisory Fees are processed as per due dates  
  • Update Prime always (actions done and forecasting changes)  
  • Ensure all issued business is recorded timeously and assist accounts on ad hoc inquiries  
  • Providing Clients with Concierge login details, Maintaining the client files, and updating Prime with any changes to the client’s personal information
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